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Jared William Holt

Jared W. Holt

PINE GROVE FINANCIAL GROUP | Vice President, Financial Consultant
WOODBURY, MN 55125
Some features on this profile are disabled
CRD#: 6024370
Jared William Holt

Professional summary

Jared William Holt, CFP® is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Woodbury, Minnesota.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jared has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

I have a true passion for Financial Planning. Fidelity is a trusted brand name and I am proud to have worked here for the past 10 years. As a Certified Financial Planner™ I am committed to partnering with my client to help them develop, implement and maintain their financial plan.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared William Holt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Education

University of Utah

Bachelor of Science (BS) - Economics

2010

Experience

Current

April 8, 2024 - Present

PINE GROVE FINANCIAL GROUP

Office #1: 796 Bielenberg Dr. Suite 103, Woodbury, MN 55125
RIA
CRD#: 308193
WOODBURY, MN
Past

July 13, 2018 - April 8, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

March 23, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OAKDALE, MN
Past

April 17, 2012 - April 8, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PG
PINE GROVE FINANCIAL GROUP
GRAY PINES WEALTH MANAGEMENT | PINE GROVE FINANCIAL GROUP | MLG WEALTH MANAGEMENT, INC. | KADENCE WEALTH

CRD#: 308193 / SEC#: 801-118868

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(4/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/20/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2012
General Securities Representative Examination

Current Firm

PG
PINE GROVE FINANCIAL GROUP
GRAY PINES WEALTH MANAGEMENT | PINE GROVE FINANCIAL GROUP | MLG WEALTH MANAGEMENT, INC. | KADENCE WEALTH

CRD#: 308193 / SEC#: 801-118868

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)
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Contact information

Main Address
796 Bielenberg Dr. Suite 103, Woodbury, MN 55125
Mailing Address
Phone number
(651) 714-0323
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINE GROVE FINANCIAL GROUP ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts4,081
AUM (Assets Under Management)$ 1,247,926,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PINE GROVE FINANCIAL GROUP

Vice President, Financial ConsultantCRD#: 308193Woodbury, MN 55125

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